IWM iShares Russell 2000 ETF Loading... : Bullish and Bearish Analyst Opinions
Loading chart...
Top Calls
Feed
15:24
Sep 01
Sep 01
Small-cap false breakout is ominous
Small caps produced a false breakout in August, closing below the prior high after an all-time high; historically when small caps look down four months later they average a 13% drawdown, creating an ominous setup.
HIGH
14:09
Sep 01
Sep 01
Short IWM on yield, oil headwinds
Short IWM because the 10-year Treasury yield is breaking out and oil prices are rising, creating headwinds for equities; the short was initiated yesterday morning.
HIGH
05:09
Sep 01
Sep 01
IWM potential top forming, buy lower
Flags IWM showing choppiness and weakness with a potential short-term top forming; no confirmation yet, advises cash ready for lower buying opportunities.
LOW
21:59
Aug 31
Aug 31
Small-cap AI component winners broadening
Momentum is rotating along AI bottlenecks from compute to memory, cooling, the electrical grid and components; small-cap companies that own a key 'golden component' can become huge outperformers as the AI trade and economy broaden.
MED
13:30
Aug 31
Aug 31
S&P 600 wins cautious; Russell wins loose.
S&P 600 and Russell 2000 are both small-cap indices but have different quality profiles: Russell 2000 is roughly half loss-making companies and performs better when markets are loose, rates are falling and risk appetite is high, while S&P 600 is composed of profitable companies and performs better when investors become more selective and risk-off; this distinction helps choose the right US small-cap vehicle for the regime.
MED
03:20
Aug 31
Aug 31
Small caps most vulnerable to rates.
After Warsh's hawkish Jackson Hole speech, the Russell 2000 fell the most because small caps are most sensitive to rising rates. This rate-driven damage argues for staying cautious on small and mid-cap equities.
MED
22:12
Aug 30
Aug 30
Small caps most exposed to hawkish rates
The Russell 2000 fell 1.3%, the worst among major indices, because small and mid-cap stocks are the most rate-sensitive part of the equity market. Park says investors now need to be cautious and think more carefully about small and mid-cap exposure because of the hawkish Fed repricing.
MED
12:30
Aug 30
Aug 30
The author notes the Russell is an 'Underweight outlier' with positioning 'still on the floor' while closing on dead lows, suggesting a contrarian setup compared to broader upper-quartile equity posit
The author notes the Russell is an 'Underweight outlier' with positioning 'still on the floor' while closing on dead lows, suggesting a contrarian setup compared to broader upper-quartile equity positioning.
Risk: The index is at dead lows and could continue to underperform if broader market breadth remains weak.
02:09
Aug 30
Aug 30
Favor broader market over mega-cap tech.
With earnings growth above 50%, history suggests more restrained S&P 500 gains, but the backdrop remains favorable for the broader market rather than the narrow mega-cap group. The Russell 2000 has already outperformed the S&P 500 over the past year, and the market is showing rotation rather than correction.
MED
21:00
Aug 29
Aug 29
Rally broadening into small-cap and equal weight.
The August rebound is broadening beyond large-cap tech. Russell 2000 is up about 3% in August and 20.7% YTD, trading near highs, while equal-weight S&P 500 is outperforming cap-weighted S&P 500, indicating active small/mid-cap participation and better market breadth.
MED
17:13
Aug 29
Aug 29
Include small-cap equities in diversified portfolio.
Booth explains that Dimensional's original thesis was not simply that small caps would outperform, but that investors should not put all their equity money in large companies. He says investors ought to hold stocks of large companies and small companies, treating small-cap exposure as part of a properly diversified long-term equity allocation.
HIGH
16:26
Aug 29
Aug 29
Small caps early in cyclical recovery.
With earnings strength maturing and large-cap gains becoming more restrained, small caps and the Russell 2000 are still early in exiting their sleepy phase and have begun outperforming the S&P 500 over the past year.
MED
11:59
Aug 29
Aug 29
Russell 2000 favorable; rotation not correction
The earnings backdrop remains strong and broad, but very high blended earnings growth above 50% historically coincides with more restrained S&P 500 gains as cycles mature; small caps have already started outperforming, so he sees a relatively favorable backdrop for the broader market and rotation away from mega-cap leadership rather than a correction.
HIGH
22:10
Aug 28
Aug 28
Rate threat shifts toward quality and financials
The threat of Fed rate hikes is causing a leadership change: speculative stocks that depend on rate cuts are selling off, while money is moving into stable large-cap technology and financials, which benefit from high rates.
HIGH
20:43
Aug 28
Aug 28
Speculative stocks fade, mega-cap financials lead
Even without an actual rate hike, the threat of higher Fed rates is driving a leadership change: speculative stocks are selling off because they depend on Fed cuts, while money rotates into more stable mega-cap tech and financials, which benefit from rates staying high.
HIGH
20:25
Aug 28
Aug 28
Small caps underperform on rate sensitivity.
The hawkish rates repricing has a clear equity read-through: rate-sensitive small caps are selling off hard. The Russell 2000 is down about 1.4%, a much bigger divergence than the S&P 500, as higher front-end rates hit interest-rate-sensitive stocks.
MED
17:05
Aug 28
Aug 28
Short smaller-cap, higher-valuation stocks.
On the short side, he is concerned as investors step down the market-cap curve into higher-valuation stocks, consistent with his overall more-shorts-than-longs positioning.
MED
17:24
Aug 25
Aug 25
Fade small caps due to interest-rate sensitivity.
Small caps are a big risk and should be faded because they are highly sensitive to interest rates and are struggling with high interest costs in the current environment of elevated rates.
HIGH
23:00
Aug 24
Aug 24
High real rates support small-cap rotation
Real rates at 20-plus-year highs are bullish for the economy and support a rotation story into smaller-cap stocks with lower valuations.
MED
15:12
Aug 24
Aug 24
Russell 2000 is expensive with lower growth.
The Russell 2000 is very expensive relative to larger indices on a P/E and enterprise value basis, while offering much lower revenue growth, making it a bad place to put money.
HIGH
23:06
Aug 21
Aug 21
Young investors should own high-risk stocks.
For a young investor, Cramer recommends taking more risk than his usual advice because the investor has a full life to recover. He specifically points to smaller-cap stocks, biotechs, and companies on the ground floor of AI rather than loading up on older companies.
MED
21:28
Aug 21
Aug 21
Favor equal-weight S&P and small caps.
The market is in a multi-year rotation and breadth phase rather than narrow mega-cap leadership. The largest Mag 7 companies are no longer automatically the best performers; leadership is broadening across the S&P 500, with more than 70% of companies above their 200-day moving average, and small caps are the poster child. Unlike late 2021, breadth is improving, so this rotation is not signaling a bear market.
HIGH
19:53
Aug 21
Aug 21
Favor small caps, avoid mega-cap concentration.
Gordon argues the market is in a multi-year rotation: the largest mega-cap companies are no longer the best performers and are ceding leadership to previously lagging parts of the market; small caps are the poster child, and with over 70% of S&P 500 companies above their 200-day moving average, breadth supports a rotational market rather than a top-heavy late-2021 setup.
HIGH
19:30
Aug 21
Aug 21
Small caps participate in broadening market
Market gains are broadening beyond mega-cap AI leadership, with previously dormant areas such as small caps participating, so investors do not need to be singularly focused on mega caps.
MED
14:00
Aug 21
Aug 21
Small caps offer higher expected returns.
Small-cap stocks are a distinct asset class. They are riskier than large-cap stocks, and because risk and return are related, they have higher expected returns. Dimensional's first nine years were poor, but that was a period of extreme small-cap underperformance, not a broken thesis.
HIGH
06:46
Aug 21
Aug 21
Small caps vulnerable to higher yields.
Small caps are more vulnerable to rising debt costs and input costs because they have less cash-flow cushion, making the Russell 2000 the key equity benchmark to watch more than hyperscalers.
MED
04:32
Aug 21
Aug 21
Quality small caps benefit from lower regulation.
Quality small caps offer better value and are well-positioned to benefit from lower regulation, stimulus from tax bills, and increased capital expenditures compared to low-quality speculative names.
MED
14:45
Aug 19
Aug 19
Foreign and small cap value are rebounding.
Foreign stocks, emerging market stocks, value, and small caps are much cheaper than the US market and are starting to rebound, offering explosive returns after years of underperformance.
HIGH
22:03
Aug 17
Aug 17
Small/mid caps contrarian right-tail opportunity
He sees small and mid-caps as a contrarian opportunity: investors worry about their negative correlation to rising rates, but if higher rates are driven by a stronger economy the Russell 2000 could have a fatter right tail.
MED
09:29
Aug 16
Aug 16
Weekly recap notes markets near record highs with cooling inflation and strong AI demand.
Weekly recap notes markets near record highs with cooling inflation and strong AI demand, but weak retail sales and rising oil add risks while the bull market remains intact.
About IWM Analyst Coverage
Buzzberg tracks IWM (iShares Russell 2000 ETF) across 68 sources. 156 bullish vs 32 bearish calls from 178 analysts. Sentiment: predominantly bullish (40%). 307 total trade ideas tracked. Past 7 days: 6 bullish, 2 bearish, 9 watch. Latest voices: Jonathan Krinsky, Mark Minervini, asklivermore.